Retirement Mistakes

Top 10 Retirement Mistakes to Avoid, Ep #31

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Saving for retirement often feels like the biggest and most-talked about goal of financial planning. And while there’s a lot that goes into successful retirement planning – healthcare costs, keeping track of spending, and tax planning – there are some…

Buying A Car, Ep #30

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Today we’re talking about one of the larger purchases you can make: buying a car. 90% of consumers say that price is their most important consideration when buying a car, and that negotiating is the most painful part of the process. Big…

Fiduciary

Why Fiduciary Matters, ep #29

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The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you understand the importance of these developments, we share what fiduciary advisors don’t look like, so you can choose an…

Navigating Elder Care, Ep# 28

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For many of us, our parents getting older is a tricky situation to navigate. How do you respectfully offer your help? Ensure they get the best care? How do you know what to do with their bills and other finances? In our first-ever…

Episode 25: 10 Tips for More Tax Savings

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Tax savings is a peculiar planning topic. It’s an idea that almost everyone wants more of, but few follow through to complete it. Most people don’t realize the large amount of tax savings they could have by making a few simple tweaks….

Year-End Bonus

Episode 24: Invest Your Year-End Bonus all at Once?

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You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. How often do you receive a year-end bonus and immediately begin making a list of how you will allocate it? This plan usually…

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We break down some of the most important questions we are asked on a regular basis.

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